RF&L Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q3 | $9.28M | Buy |
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2025
Q2 | $8.71M | Buy |
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2025
Q1 | $8.46M | Sell |
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2024
Q4 | $8.56M | Sell |
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2024
Q3 | $8.83M | Sell |
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2024
Q2 | $8.55M | Sell |
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2024
Q1 | $9.23M | Sell |
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2023
Q4 | $8.76M | Sell |
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2023
Q3 | $8.09M | Sell |
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2023
Q2 | $8.44M | Sell |
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2023
Q1 | $8.3M | Sell |
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2022
Q4 | $8.47M | Buy |
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